Partner PD Series – Tax Planning for the Coming Year



What is new in tax planning for the upcoming year? What are the key triggers to look out for to help identify tax planning opportunities for your clients? Join Shane Schepens as we review the top tax planning strategies and/or opportunities that we are discussing with our clients for the end of 2023 / 2024.

In this session we will cover:

  • Underused Housing Tax Act filing requirements
  • Frequently asked questions
  • Available practice management resources

Oct. 11, 2023 | 10AM – 12 PM PT | Online | $128

Session Completed – Upon purchase you will receive:

  • Copy of the session material
  • Download link and password to the recorded live session



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